See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,837 | $113,339-4.0% | $94,993+14.6% | $147,584-26.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.78% | 20.77%-9.0pp | 27.12%-15.3pp | 578.55%-566.8pp |
| Employer contribution / active EE | $16,000 | $3,160+406.3% | $2,603+514.6% | $4,876+228.1% |
| Participant deferral / active EE | $7,481 | $3,777+98.1% | $3,317+125.5% | $5,439+37.6% |
| Admin fee / account holder | $5 | $6,063-99.9% | $4,960-99.9% | $10,885-100.0% |